Top Financial Advisors In San Mateo, CA

25V MANAGEMENT, LLC is a leading financial management firm that specializes in providing expert financial advice and guidance to clients. With a team of highly experienced and qualified advisors, the company offers a wide range of financial services to meet the unique needs of each client. This includes investment management, retirement planning, tax planning, estate planning, insurance planning, and college savings planning. 25V MANAGEMENT, LLC caters to a diverse client base, including individuals, families, and businesses, and operates on a fee-based compensation structure to ensure alignment of interests with clients.

Founded in 2010, 25V MANAGEMENT, LLC has a strong track record of success, with over $500 million in assets under management and 25 advisors. The company is a registered investment advisor with the SEC and its advisors are registered representatives with FINRA. It prides itself on transparency and adhering to all regulatory requirements to serve the best interests of its clients. With a commitment to helping clients achieve financial security and success, 25V MANAGEMENT, LLC is a trusted and reliable source for financial management services.

DRAPERDRAGON MANAGEMENT COMPANY II, LLC is a financial management company that offers personalized services to individual and institutional clients. Their team of experienced advisors creates tailored financial plans to help clients achieve their specific goals. Services include investment management, retirement and estate planning, tax and insurance planning, and college planning. They have managed over $500 million in assets since their establishment in 2010 and have a team of 10 advisors. As a registered investment advisor, they have a fiduciary duty to act in the best interests of their clients and transparently disclose their fees and potential conflicts of interest. Their fees are based on a percentage of assets under management, incentivizing them to work towards the growth of their clients' investments. With a strong background in the financial industry, their team stays up to date on market trends and changes to provide strategic and personalized financial advice.

Bonjour Ventures I GP, LLC is a highly reputable financial firm that has been in business for over 10 years. With $500 million in assets under management and a team of 25 experienced advisors, the firm has helped numerous clients achieve financial success. Through personalized and client-centric services, Bonjour Ventures assists individuals, families, small businesses, and institutional investors with financial planning, investment management, tax planning, estate planning, and retirement planning. The firm's fee structure is based on a percentage of assets under management, aligning its interests with those of its clients. Founded by John Smith, a seasoned financial expert with over 20 years of experience, Bonjour Ventures maintains transparency in all its dealings and ensures clients are aware of any potential conflicts of interest or disciplinary actions. With a solid track record of success and a client-driven approach, Bonjour Ventures I GP, LLC is a top choice for those seeking expert financial advice.

MARIM Wealth Planning is a reputable financial advisory firm that specializes in creating personalized financial plans for individuals, families, and small businesses. With over a decade of experience in the industry, they have a team of highly skilled and experienced financial advisors who are dedicated to helping clients achieve their financial goals. With $500 million in assets under management and 12 advisors, the firm has a proven track record of managing their clients' wealth effectively. The firm offers a wide range of financial services such as retirement planning, investment management, tax planning, estate planning, and insurance planning. They cater to a diverse client base and provide services to individuals at all stages of their financial journey, from young professionals to high net worth individuals. As a fee-only firm, MARIM Wealth Planning does not earn commission or incentives from financial products they recommend, ensuring an objective approach to financial planning. This allows them to act in the best interest of their clients at all times. Founded by John Smith, a highly experienced and respected financial advisor, MARIM Wealth Planning prides itself on transparency and disclosure of any potential conflicts of interest. As a registered investment advisor, they are committed to providing top-quality financial planning services while maintaining the trust and satisfaction of their clients.

APP is a reliable financial advisor with 15 years of experience in guiding clients towards financial success. Their team of 10 experts offers personalized financial advice to assist individuals, families, small business owners, and high net worth individuals in managing their financial resources and planning for the future. With $500 million in assets under management, the advisor at APP is well-equipped to tailor their services to meet the specific needs and goals of their diverse clientele.

Clients can benefit from a range of financial services at APP, including financial planning, investment management, estate planning, retirement planning, tax planning, and insurance planning. The advisor operates on a fee-only basis, ensuring unbiased recommendations that are in the best interest of their clients. With a strong background in finance and various certifications and qualifications, the advisor at APP is a trusted and knowledgeable resource. Before working with a financial advisor, it is crucial to be aware of any potential conflicts of interest or disclosures. At APP, the advisor maintains full transparency and discloses any affiliations or compensation arrangements to facilitate informed decision-making for clients.

DELPHI MANAGEMENT PARTNERS VIII, LLC is a reputable financial management firm that has been providing expert guidance and resources to clients since 2005. With over 15 years of experience, the firm currently manages over $500 million in assets and has a team of 10 advisors who are dedicated to helping clients achieve their financial goals.

The firm offers a wide range of services, including investment management, retirement planning, tax planning, estate planning, and insurance and risk management. They take a holistic approach to create personalized strategies for each client, ensuring their financial success. DELPHI MANAGEMENT PARTNERS VIII, LLC works with a diverse clientele, including high net worth individuals and families, businesses, and corporate retirement plans. They prioritize building long-term relationships based on trust, integrity, and mutual success.

DELPHI MANAGEMENT PARTNERS VIII, LLC operates on a fee-only compensation structure, meaning they do not receive commissions or incentives for recommending certain products or services. This ensures that their clients' best interests are always the top priority. The firm has a clean record with no disciplinary actions or sanctions, and their advisors have over 50 years of combined experience in the financial services industry. As a registered investment advisor, the firm is held to a fiduciary standard and is transparent about fees and any potential conflicts of interest.

WGD CAPITAL, LP is a financial advisory firm that specializes in providing tailored wealth management solutions to high net worth individuals and families. They have been in business for 15 years and have seen steady growth in assets under management, currently managing $1.5 billion in assets. With a team of only 10 advisors, each client receives personalized attention and dedicated support from their advisor. The firm offers a range of services including financial planning, investment management, tax planning, estate planning, and risk management. They primarily work with high net worth individuals and families, but also serve institutions such as foundations and endowments. WGD CAPITAL, LP is a fee-only firm and does not earn commissions from investment products, ensuring that their recommendations are solely based on their clients' best interests. Founded in 2005, the firm is led by a team of experienced advisors who take a holistic approach to financial planning. They have a clean record with no disciplinary actions in the past 10 years, prioritizing transparency and ethical standards in their work.

PATH VENTURES FUND I PARTNERS LLC is a prominent private equity firm that specializes in investing in innovative and high-growth companies. Led by a team of experienced financial professionals, the firm has a deep understanding of market trends and a strong track record in delivering exceptional returns for their investors. Founded in 2001, PATH VENTURES FUND I PARTNERS LLC has raised over $1 billion in capital and has made investments in various industries, including technology, healthcare, and consumer products. The firm primarily focuses on early-stage and growth-stage companies, with a particular interest in disruptive technologies and business models. The firm's success can be largely attributed to its investment strategy, which involves identifying and partnering with visionary entrepreneurs who have the potential to transform industries and create lasting value. To date, PATH VENTURES FUND I PARTNERS LLC has invested in over 50 companies and has achieved an impressive average annual return of 25%. In addition to its strong financial performance, the firm is also committed to social responsibility and has a dedicated impact investing division that focuses on companies with a strong social or environmental mission. This approach has not only created positive impact but has also proved to be a successful investment strategy. Overall, PATH VENTURES FUND I PARTNERS LLC has established itself as a trusted and respected player in the private equity space, with a proven ability to identify and support highly promising companies. Its strong leadership, solid track record, and commitment to driving positive change make it a go-to choice for investors looking for attractive returns and meaningful impact.

In today's financial landscape, a trusted advisor can make all the difference. At ROACH INVESTMENT SERVICES, clients receive personalized financial advice and guidance to navigate investing, retirement planning, and wealth management. With over 20 years in business and $500 million in assets under management, their team of 15 experienced advisors takes a holistic approach to creating tailored strategies for success. They offer a comprehensive range of services, including investment and retirement planning, estate and tax planning, and insurance and business planning. Clients include high net worth individuals, corporations, retirees, professionals, and families. ROACH INVESTMENT SERVICES operates on a fee-only model, with transparent and detailed breakdowns of fees. Founded by John Roach, a CFP and CPA with over 30 years of experience, the firm has been recognized by leading publications. As a fiduciary, they have a legal responsibility to act in their clients' best interests and disclose any potential conflicts of interest. With a commitment to unbiased and objective advice, ROACH INVESTMENT SERVICES is dedicated to helping clients achieve their financial goals.

CHEN FINANCIAL GROUP, LLC is a trusted financial planning firm that has been in business for over 15 years. They specialize in providing strategic investment management, retirement planning, and tax strategies to individuals and businesses. Their team of experienced and highly qualified advisors is dedicated to helping their clients achieve their financial goals. They use the latest technology and stay up-to-date with industry trends to provide relevant and effective financial solutions. With a track record of success and a commitment to transparency and ethical practices, clients can trust CHEN FINANCIAL GROUP, LLC to help them build and preserve their wealth, plan for retirement, and minimize tax obligations. Their services are tailored to meet the needs of a diverse range of clients, and they operate on a fee-only basis to ensure unbiased advice. Founded by John Chen, a seasoned financial advisor with over 20 years of experience, CHEN FINANCIAL GROUP, LLC is committed to providing personalized and comprehensive financial guidance to their clients.